Senior Financial Analyst - Portfolio Management & Strategy

Principal Purpose of Position Be the lead analyst on non-standard client analyses and long-term projects; create new tools and improve upon existing processes; utilize data mining techniques and in-depth analysis to develop solutions for ad hoc requests; apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output; utilize expertise to help develop junior team members’ technical skills; lead projects and be able to review the work of other Financial Analysts; perform all other duties and special projects as assigned. Education and/or Training Bachelor’s degree in Accounting, Finance, or a related field MBA, other Graduate degrees, CPA or CFA a plus Relevant Work Experience 3-5 years of experience in finance, accounting, or data analytics Working knowledge of Business Object or similar packages Able to read and understand Financial Statements Experience collecting and analyzing raw data to identify trends, patterns, and anomalies Proficient in Microsoft Office (Excel, PowerPoint, Word & Outlook) Familiar with data analytics/visualization tools (Power BI, Tableau, etc.) Planning/Organizing/Managerial Knowledge Strong analytical and problem solving skills, with the ability to communicate findings High standards of accuracy and ability to self-review work Able to manage multiple priorities under competing deadlines Highly organized Comfortable working in a high-paced, deadline-driven environment Communicating & Influencing Skills Strong verbal and written communication skills Able to work effectively independently as well as collaboratively within a team Able to summarize data and present findings in an easy to understand format Strong research and presentation skills Comfortable with presenting to high-level internal and external clients Responds to non-standard requests from customers and the business; investigates with assistance from others as needed Artificial Intelligence Statement We recognize that applicants for positions at any organization may view AI tools for tasks such as drafting a resume or cover letter, provided the information is accurate and truthful. Avoid using AI tools to answer interview questions on their behalf, or during the interview or other qualification process(es). Do not misrepresent or embellish qualifications, skills, or experience. Do not create false or misleading representations of identity (e.g., deepfakes or altered images/videos). Your application, whether an AI tool is used or not, should reflect your authentic abilities and experiences. Any use of AI that compromises honesty or integrity may result in disqualification from the process. Equal Opportunity Employment and Accommodations Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are a person with a disability needing assistance with the application process, please contact View email address on click.appcast.io. Benefits Health Insurance Vision Insurance Dental Insurance Life and Disability Insurance Flexible Spending and Health Savings Accounts Employee Assistance Program 401(k) plan with Company Match Paid Time Off (PTO) Paid Holidays, Bereavement, and Jury Duty Paid Pregnancy/Parental leave Paid Military Leave Tuition Reimbursement Pay and Compensation We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $72,950.00 - $103,955.00 USD annually for full-time employees. The annual compensation range is comprised of base pay earnings. #J-18808-Ljbffr Holman Enterprises